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559 hedge funds and large institutions have $31.6B invested in MongoDB in 2021 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 210 increasing their positions, 157 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

34% more repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 157

13% more capital invested

Capital invested by funds: $27.9B → $31.6B (+$3.65B)

10% more funds holding

Funds holding: 508559 (+51)

0.2% more ownership

Funds ownership: 89.51%89.71% (+0.2%)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

46% less call options, than puts

Call options by funds: $1.3B | Put options by funds: $2.42B

Holders
559
Holders Change
+51
Holders Change %
+10.04%
% of All Funds
8.6%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.26%
New
115
Increased
210
Reduced
157
Closed
56
Calls
$1.3B
Puts
$2.42B
Net Calls
-$1.13B
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
526
SRH Advisors
Kansas
$8K
PFBT
527
Parkside Financial Bank & Trust
Missouri
$8K +$3.58K +7 +88%
AS
528
Altshuler Shaham
Israel
$8K +$7.68K +15 New
TCM
529
Tradewinds Capital Management
Washington
$7K
EFS
530
Econ Financial Services
Pennsylvania
$7K +$6.66K +13 New
SFO
531
Standard Family Office
South Dakota
$7K +$7.17K +14 New
LF
532
Lee Financial
Texas
$5K +$2.05K +4 +67%
HI
533
Harbour Investments
Wisconsin
$4K -$34.8K -68 -91%
ZB
534
Zions Bancorporation
Utah
$4K
VCM
535
Versant Capital Management
Arizona
$3K
CFO
536
CVA Family Office
Colorado
$3K +$2.56K +5 New
SBL
537
Sargent Bickham Lagudis
Colorado
$3K +$3.07K +6 New
SWA
538
Sutton Wealth Advisors
Florida
$2.12K +$2.05K +4 New
Northwestern Mutual Wealth Management
539
Northwestern Mutual Wealth Management
Wisconsin
$2K -$10.8K -21 -84%
PVH
540
Psagot Value Holdings
Israel
$2K -$512 -1 -20%
CA
541
Clearstead Advisors
Ohio
$2K
KTC
542
Kistler-Tiffany Companies
Pennsylvania
$2K
PO
543
Private Ocean
California
$2K
SWM
544
Sugarloaf Wealth Management
Georgia
$2K
JWM
545
Janiczek Wealth Management
Colorado
$2K +$1.02K +2 +100%
SC
546
Schubert & Co
Texas
$2K +$1.54K +3 New
BBPWM
547
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.05K +4 New
MGIM
548
M&G Investment Management
United Kingdom
$1.84K +$1.78M +3,480 New
BBHC
549
Brown Brothers Harriman & Co
New York
$1.44K
AWM
550
Atticus Wealth Management
Florida
$1K -$99.3K -194 -99%

MDB Hedge Fund Activity: Q4 2021 in Review

559 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2021, worth a combined $31.6B — up 13% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new MDB positions and 56 closed out — a net gain of 59 holders — while 210 added to existing stakes and 157 trimmed.

The largest buyer was Invesco, adding an estimated $345M. The largest seller was Wells Fargo, cutting an estimated $724M.

  • 559 institutional investors held MongoDB (MDB) as of Q4 2021, up from 508 in Q3 2021.
  • Funds reported $31.6B of MongoDB stock for Q4 2021, up 13% quarter-over-quarter.
  • 115 funds opened new MongoDB positions in Q4 2021 and 56 closed out, a net change of +59 holders.
  • The largest MongoDB buyer in Q4 2021 was Invesco, an estimated $345M added.
  • The largest MongoDB seller in Q4 2021 was Wells Fargo, an estimated $724M sold.

Based on aggregated 13F filings for Q4 2021.